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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

424 hedge funds and large institutions have $4.74B invested in Dimensional US Marketwide Value ETF in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 150 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+29
Holders Change %
+7.34%
% of All Funds
7.33%
Holding in Top 10
76
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.04%
% of All Funds
1.31%
New
57
Increased
150
Reduced
103
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCG
1
Resource Consulting Group
Florida
$131M
2
Cerity Partners
2
Cerity Partners
New York
$64.5M
3
MRWM
3
ML&R Wealth Management
Texas
$58.1M
4
WFA
4
Wipfli Financial Advisors
Wisconsin
$50.3M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$91.2M

Top Sellers

1
MWM
1
Modera Wealth Management
New Jersey
$82.5M
2
SSC
2
Syverson Strege & Co
Iowa
$0
3
Jane Street
3
Jane Street
New York
$0
4
SG
4
Stonnington Group
California
$32.9M
5
SP
5
Symmetry Partners
Connecticut
$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
101
J.P. Morgan Private Wealth Advisors
California
$5.87M -$15.6K -528 -0.3%
MFAM
102
M Financial Asset Management
Oregon
$5.44M +$2.23M +75,147 +69%
CCM
103
Colorado Capital Management
Colorado
$5.44M -$108K -3,642 -2%
WA
104
Wealthstream Advisors
New York
$5.39M – – –
V
105
Veritable
Delaware
$5.32M – – –
AWP
106
Abacus Wealth Partners
California
$5.26M -$467K -15,779 -8%
CAM
107
Cresset Asset Management
Illinois
$5.23M -$97.8K -3,302 -2%
JWA
108
JFS Wealth Advisors
Pennsylvania
$5.14M -$12.6K -427 -0.2%
WAM
109
WNY Asset Management
New York
$5.11M +$261K +8,813 +5%
FF
110
Francis Financial
$5.11M +$21.8K +735 +0.4%
TWP
111
Total Wealth Planning
Ohio
$5.05M +$5.05M +170,377 New
HWM
112
Hemington Wealth Management
Virginia
$4.98M +$4.98M +168,326 New
AC
113
Annandale Capital
Texas
$4.96M +$276K +9,322 +6%
LFS
114
Lutz Financial Services
Nebraska
$4.8M -$103K -3,466 -2%
BFPW
115
BOK Financial Private Wealth
Colorado
$4.51M -$9.62K -325 -0.2%
SDH
116
Sloy Dahl & Holst
Washington
$4.48M +$69.7K +2,353 +2%
SC
117
Shearwater Capital
Colorado
$4.48M +$557K +18,823 +14%
VCM
118
Versant Capital Management
Arizona
$4.4M +$4.4M +148,691 New
UBS Group
119
UBS Group
Switzerland
$4.12M +$105K +3,550 +3%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$4.08M +$116K +3,916 +3%
IFS
121
Intelligent Financial Strategies
Minnesota
$4.02M -$236K -7,956 -6%
SSB
122
Sandy Spring Bank
Maryland
$3.99M +$43K +1,452 +1%
RCI
123
RS Crum Inc
California
$3.96M +$247K +8,355 +7%
EWA
124
EverSource Wealth Advisors
Alabama
$3.91M +$422K +14,248 +12%
FNBSF
125
First National Bank Sioux Falls
South Dakota
$3.91M +$3.91M +132,111 New
3 4
5
6 7